Beerguy's Net Worth for December 2017


Assets Value Change ($) Change (%)
Cash $28,675 $3,975 16.09%
Stocks $98,093 $1,885 1.96%
Bonds $92,060 $1,598 1.77%
Annuities $116,617 $1,808 1.57%
Retirement $306,408 $8,075 2.71%
Home $350,000 - -
Other Real Estate $113,271 $1,960 1.76%
Cars $55,000 - -
Personal Property $229,906 $3,975 1.76%
Other $0 - -
$1,390,030 $23,276 1.70%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $89,400 ($1,550) (1.70%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $4,932 ($734) (12.95%)
Car Loans $0 - -
Other $0 - -
Total Debts $94,332 ($2,284) (2.36%)
Net Worth $1,295,698 $25,560 2.01%
*All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= Her Roth
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
Cars = Car & Personal property & Life ins
PP= rollover IRA
Other RE = My Roth

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